Webcasts

2018-2019 Federal & California Tax Update

FTU Webcast

 

Get the Industry's Best Tax Update without Leaving Home

Get the full benefit of classroom-style, interactive learning from your office or home when you attend our live webcast. Our nationally-recognized instructors Sharon Kreider and Karen Brosi, will give the latest on rule and process changes for the 2017-2018 tax season. You'll have the chance to ask questions of our expert moderator and interact with your peers for an interactive learning experience.

The individual tax session will take an in-depth look at individual tax issues including real estate and passive losses, IRAs and pensions, gift and estate and California tax issues. During the business tax session, you'll learn everything you need to know this year for business, corporate, government and nonprofit taxes. Tax experts Sharon Kreider and Karen Brosi will compare and contrast federal and California tax law, while answering your critical questions. Presentations also cover recommendations on ways to advise your clients in light of recent changes, and how to file accurately on their behalf.

Experience the flexibility of webcasts without sacrificing quality.

 

 


Keep Up with Changes to Tax Law
Receive a supplement fully reviewing the implications of the new tax law, as well as tax planning considerations,
included when you purchase the 2018-2019 Federal & California Tax Update.

 

LIVE INSTRUCTION ONLINE

  • Replicated live learning. See and hear the instructor and her teaching slides.
  • Online chat. Ask questions of expert moderators and interact with your peers.
  • NO exam requirement. Simply check in during the webcasts.
  • Receive your certificate of completion by email within 1 business day.

The course is presented in four sections of four hours each: Individual – Part 1, Individual – Part 2, Business – Part 1, and Business Part 2. Each section is offered on a variety of days and times – including weekends – to accommodate your busy schedule. The course is fully compatible for viewing on phone, tablet, and desktop devices, so you can participate from California.

 

New Dates and Locations
Coming Soon!

Webcast Course Schedule

Click the tabs below to view webcast dates and times for each topical section of the Federal & California Tax Update


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What You'll Learn in Our Federal and California Tax Update

 

INDIVIDUAL TAX HIGHLIGHTS

  • What are the 50 most important individual Tax Cuts and Jobs Act 2018 changes?
  • Learn over 50 new individual tax planning ideas after tax reform!
  • Will each of your clients pay more, or less, taxes after tax reform?
  • Know how kiddie tax increases equal 10 times more tax in 2018. And most trust administrators have no idea!
  • Does your client know how the increase in standard deduction will impact their tax return?
  • When will the loss of personal exemptions increase your client’s taxes?
  • Will the family tax credit make up for the loss of the personal exemptions?
  • Will the limit on the SALT deduction mean fewer of your clients will itemize?
  • When will the changes to the mortgage interest deduction hurt homeowners?
  • What happens when homeowners refinance acquisition debt after Dec. 15, 2017?
  • What do homeowners do after the repeal of the home equity debt?
  • When is it still possible to deduct interest on borrowing from one’s home equity?
  • How will your clients avoid the loss of his or her unreimbursed employee business expenses (Form 2106)? Help your client prepare an action plan!
  • Who else loses with the loss of the 2% miscellaneous itemized deductions?
  • When will AMT affect your clients?
  • How does the change to tax-free exchanges affect your clients? Cost seg. studies are more important now! Learn why.
  • Are investors hurt by tax reform? Not with proper planning!
  • Are retirees hurt by tax reform? Probably.
  • Are real estate rentals helped by tax reform? Some are!
  • What do your divorcing clients, and divorce attorneys, do now that alimony isn’t deductible or taxable for 2019?
  • Learn the latest updates on ACA and “Repeal and Replace” developments!
  • How will the 20% capital gains tax +3.8% NII tax issues impact your clients?
  • What are the latest charity audit issues?
  • What are the credit rule changes?
  • Is FBAR and FATCA reporting still important? You bet!
  • What are the latest tax issues for online rentals?
  • How does the IRS clarification on who is and isn’t a real estate professional impact your clients?
  • What are the latest estate and gift thresholds? Is estate planning still necessary? 

BUSINESS TAX HIGHLIGHTS 

  • What are the 50 most important business Tax Cuts and Jobs Act 2018 changes?
  • Learn over 50 new business tax planning ideas after tax reform!
  • Find answers to your client’s questions on the new 20% Qualified Business Income deduction.
  • Do you know who benefits, and who doesn’t benefit, from the 20% QBI deduction?
  • Understand how the three QBI deduction limitations work!
  • What is the best entity for your client to choose after the 20% QBI deduction?
  • Is the sole proprietorship the right choice for some clients?
  • Is an LLC better than an S corporation?
  • When is the S corporation the right choice when the QBI deduction is considered?
  • Will converting to a closely-held C corporation reduce taxes? Most likely not!
  • How does the §179 expensing deduction and 100% bonus depreciation change business purchases! Which is better?
  • When does a new roof qualify for expensing?
  • Our clients must separate entertainment expenses from business meals now! Why?
  • How did luxury car depreciation limits change. Great news for many!
  • How has the NOL deduction been limited?
  • Can business losses be too big to use? Tragically, yes!
  • Does the new family leave credit benefit individuals? Businesses? Yes, to both.
  • Did accounting methods change for my clients?
  • Learn the latest ACA “Repeal and Replace” developments and how these proposals impact large and small businesses.
  • Know the impact of marijuana taxation as states legalize its sale.
  • Identity scams hitting employers.
  • How will the IRS budget allocations to new law implementation affect your clients and you?
  • What are the top 10 most litigated tax issues? Is your client a target?
  • Know the impact of employee misclassification.
  • What is corporate reasonable compensation and what is new?
  • What are the tax issues for the “sharing economy”?

CALIFORNIA TAX HIGHLIGHTS
  • Identify important filing issues experienced by California taxpayers.
  • Learn the details of how California doesn't conform with the new law.

California HIGHLIGHTS

  • Identify important filing issues experienced by California taxpayers.
  • Learn the details of how California doesn't conform with the new law.

Tax Update Manual Included!

Receive a fully-linked, dynamic, PDF copy of our 2018-2019 Federal & California Tax Update Manual, when you purchase any Federal & California Tax Update course.

This easy-to-use resource will support your success, not just in the course, but throughout the tax season.

Meet Our Experts

Sharon Kreider, CPA, is the most popular federal tax update seminar instructor in California. For each of the past 19 years, Sharon has helped more than 15,000 California tax preparers get ready for tax season. In addition to instructing at Western CPE tax seminars, she also presents regularly for the AICPA, the California Society of Enrolled Agents, and A.G. Edwards. You’ll benefit from the detailed, hands-on tax knowledge Sharon Kreider will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon Kreider will demystify complex individual and business tax legislation. After joining Sharon Kreider at this two-day seminar, you’ll be prepared for a successful tax season!

Karen Brosi, CFP, EA, one of the most popular instructors on California tax law, presents comprehensive and relevant information at this tax update seminar. Her background as a CFP professional and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen Brosi will teach you how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she is a favorite interviewee on radio, television, and in the print media, including BusinessWeek. Karen Brosi's powerful real-life presentations pinpoint critical federal and state tax areas, teaching you what you need to know to optimally assist your clients.

Sharon Kreider and Karen Brosi


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